Running Total / Cummulative totals

[rp2022]

Input: 

Label	Date	M	P	$
PD	3/2/2024	4406	S7	-100
PD	3/3/2024	5102	S7	100
PD	3/4/2024	6181	S0	200
PD	3/5/2024	7161	S0	500
PD	3/6/2024	7385	S0	-300
PD	3/7/2024	9587	S0	200
ST	3/8/2024	1000	S7	400
3/9/2024	3/9/2024	1001	S7	900
3/10/2024	3/10/2024	1201	S7	600
3/11/2024	3/11/2024	1201	S7	700
3/12/2024	3/12/2024	1201	S7	500
3/13/2024	3/13/2024	1201	S7	-100

Output:

Label	Date	M	P	$	Running Total
PD	3/2/2024	4406	S7	-100	-100	=E2
PD	3/3/2024	5102	S7	100	0	=F2+E3
PD	3/4/2024	6181	S0	200	200	=F3+E4
PD	3/5/2024	7161	S0	500	700	=F4+E5
PD	3/6/2024	7385	S0	-300	400	=F5+E6
PD	3/7/2024	9587	S0	200	600	=F6+E7
ST	3/8/2024	1000	S7	400	400	=E8
3/9/2024	3/9/2024	1001	S7	900	900	=E9
3/10/2024	3/10/2024	1201	S7	600	1500	=F9+E10
3/11/2024	3/11/2024	1201	S7	700	2200	=F10+E11
3/12/2024	3/12/2024	1201	S7	500	2700	=F11+E12
3/13/2024	3/13/2024	1201	S7	-100	2600	=F12+E13

 Also, want to able to slice based on columns M, P, Label etc.

Apprciate any help

[v-cgao-msft · Accepted solution]

Hi @rp2022 ,

Please create a new calculated column:

Group = 
VAR __cur_label = 'Table'[Label]
VAR __group = IF(ISERROR(VALUE(__cur_label)),__cur_label,"Date")
RETURN
__group

And then please create a new measure:

Running Total = 
VAR __group = MAX('Table'[Group])
VAR __cur_date = MAX('Table'[Date])
VAR __result = CALCULATE(SUM('Table'[$]),FILTER(ALLSELECTED('Table'),'Table'[Group]=__group && 'Table'[Date]<=__cur_date))
RETURN
__result

Output:

Best Regards,
Gao
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum -- China Power BI User Group

[rp2022]

Works like a charm, thank you so much

[Ritaf1983]

Hi @rp2022 
You can use the DAX measure :

Runing total =

 VAR MaxDate = MAX ( 'Table'[Date] ) -- Saves the last visible date

RETURN

    CALCULATE (

        sum('Table'[$]),            -- Computes  sum of $

        'Table'[Date] <= MaxDate,   -- Where date is before the last visible date

        ALLSELECTED( ( 'Table'[Date] )               -- Removes any other filters from Date

    ))

The pbix is attached

 If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly